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Nations Financial Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Nations Financial Group’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$826K Sell
17,164
-5,827
-25% -$289K 0.04% 429
2026
Q1 		$1.07M Sell
22,991
-3,326
-13% -$161K 0.06% 355
2025
Q4 		$1.2M Buy
26,317
+12,610
+92% +$571K 0.06% 303
2025
Q3 		$624K Buy
+13,707
New +$602K 0.04% 437

Other funds holding SCHC

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Nations Financial Group's SCHC Position: Q2 2026 in Review

Nations Financial Group reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 25% in Q2 2026, selling an estimated $289K and leaving 17,164 shares worth $826K. The position accounts for 0.04% of the portfolio, ranked #429.

Nations Financial Group first reported a position in SCHC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q4 2025. 171 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Nations Financial Group held 17,164 shares of Schwab International Small-Cap Equity ETF worth $826K as of Q2 2026.
  • Nations Financial Group sold 5,827 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $289K.
  • Schwab International Small-Cap Equity ETF made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #429 holding.
  • Nations Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Nations Financial Group's Schwab International Small-Cap Equity ETF position peaked at $1.2M in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.